Now Hiring: Case Manager

March 17, 2023
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Now Hiring: Case Manager

Right now, we are growing our business and expanding the team by taking on Case Managers. This is your chance to be a part of that growth. Working very closely with our Finance Consultants, you will be responsible for processing each finance application and managing client cases through to completion in a timely and efficient manner; using a wide range of skills including written and oral communication, administration, risk management and data analytics.

Our team is driven to ensure that clients’ expectations are managed throughout the process and to provide the highest level of service resulting in good outcomes for our customers while maintaining the reputation of our brand.

As the Case Manager you will manage a pipeline of cases in the property investment, development and finance space, liaising with key stakeholders, Underwriters, BDMs, Risk, Brokers, valuers, solicitors and the client.

You will be expected to;

- Ensure a smooth process from start to finish of all applications, liaising between customer and lender to ensure the customer receives the mortgage offer efficiently

- Proactively managing finance application cases and completing all administration in a timely and accurate manner.

- Ensure excellent customer service is maintained throughout the whole process.

- Answer written or verbal enquiries promptly, professionally and with courtesy to meet and exceed customer expectations and maintain the positive reputation of the company.

- Proactively chase applications through to completion, updating all parties (customer, estate agent, solicitor, builder, mortgage adviser and lender).

- Process all systems and procedures within the set timeframes.

- Handle client documents in a compliant manner that’s aligned with GDPR.

- Accurately tracking and taking notes on all actions and communications on an event log.

- Manage and prioritise your own workload and diary to ensure timeframes and deadlines are met, while achieving targets for accuracy, quality, volume and agreed service levels.

- Create, maintain, and enhance working relationships with both internal and external stakeholders such as advisers, lenders and solicitors.

- Review credit reports

- Conduct credit searches

- Package a case with all required information

- Liaise with all key stakeholders and keeping them aware of progress or if any further information is required

- Oversee the release of completion funds

- Previous Experience with OMS CRM system preferred

- Previous Experience processing residential mortgage cases preferred

We are looking to speak to Case Managers with strong property finance exposure ideally from banking/financial services and a minimum of 2 years experience as a case manager / admin.

At Merryoaks we love what we do and we care about our clients and stakeholders. We’re looking for individuals who are self-motivated, extremely well organised, have an excellent telephone manner and communication skills, both written and verbal.

You’ll need to be able to work both as part of a team and on your own and deliver a high level of customer service. We require a minimum of 6 GCSEs or equivalent with a minimum of a C grade in Maths & English.

Lastly, we require the candidate to live within 45mins of Hampshire.

To find out more about the role and to apply, please send your CV to

   Speak to a Funding Specialist

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